Webinar
The 95% Imperative - Invest Stewardship to Unlock Full Mission Impact
Event details
Your endowment and your mission shouldn't live in separate silos.
Too many nonprofits still treat grant-making and endowment management as two disconnected functions — one guided by values, the other by a generic benchmark. That gap isn't just a philosophical inconsistency. Under evolving UPMIFA and DOL guidance, it's an unhedged financial and fiduciary risk.
It's time for a new model: one where your full balance sheet — endowment, operating cash, and everything in between — is activated in service of your mission, without giving up an inch on performance.
Join Farther Institutional and Reflection Asset Management for a live session on:
- Why the old "impact vs. returns" tradeoff is a myth, and how modern fiduciaries are moving past check-the-box ESG scores
- The SEE Framework — a rigorous, three-pillar approach to measuring what generic ratings miss (stakeholders, environmental impact, and ethos)
- How to architect your total balance sheet, from long-term endowment core to short-term liquidity and overnight sweeps, so every dollar is working toward your mission
- A practical roadmap for bringing your investment committee along, without triggering legacy objections
Whether you're on an investment committee, lead finance for a mission-driven organization, or advise nonprofits on stewardship, this session will give you a concrete framework to bring back to your board.
What's we'll cover
The Paradigm Shift: Redefining the Modern Fiduciary
Why siloed grant-making and endowment management create unhedged risk — and how to move from defensive compliance to proactive leadership.
Quantifying Human Equity & Climate Risk: The Impact Audit
Introducing the SEE Framework — Stakeholders, Environmental Impact, and Ethos — and why it succeeds where generic ESG scores fall short.
Total Balance Sheet Architecture
A blueprint for unifying your endowment core, operational liquidity, and cash management under one mission-aligned strategy.
Mission-Activated Investment, Without Sacrificing Returns
How to hold managers accountable, benchmark transparently, and coordinate execution — so mission and performance move together.
Actionable Next Steps & Live Q&A
The board roadmap: how to bring a transition plan to your investment committee. Open Q&A with Jason Britton and the Farther Institutional advisory team.
Presenters
Presented by Farther Institutional & Reflection Asset Management.